Lexington Capital Management, Inc.
Lexington Capital Management, Inc. is an independent investment boutique that creates and manages highly personalized investment portfolios for individuals, families, and owner-operated businesses. We’re a fee-only financial advisor registered with the State of California.
Therese Kollerer, Founder & President
Therese Kollerer, a Chartered Financial Analyst, founded Lexington Capital Management in 2003. She’s responsible for all investment decisions and oversees all trading, portfolio analysis, and research. Before starting Lexington, Therese was a Portfolio Manager at The Portola Group of Menlo Park and Executive Vice President at Tanner & Associates Asset Management in Saratoga, California. For both companies, she managed the portfolios of high net-worth clients and counseled them in many facets of their finances, including tax planning, estate planning, stock option strategies, divorce transitions, and more.